account_balance
Investment manager · 13F filer · SEC CIK 1605522
St. Johns Investment Management Company, LLC
Reported value$263Mas of Sep 30, 2026
Positions200 2 new, 3 sold out
Top 10 weight46.5%SCHX alone is 11%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
11.0%Trimmed −4%
AAPLApple Inc.
6.3%
SCHASchwab Strategic Tr
5.4%
SCHMSchwab Strategic Tr
5.2%
SPYSPDR S&P 500 ETF Trust
3.9%Trimmed −13%
MSFTMicrosoft Corp
3.8%Trimmed −7%
XLKSelect Sector SPDR Tr
3.1%
SCHDSchwab Strategic Tr
2.9%Trimmed −2%
NVDANVIDIA Corp
2.5%
IVViShares Tr
2.5%
GLDSPDR Gold Trust
2.4%Trimmed −8%
IWMiShares Tr
2.3%
SCHXSchwab Strategic Tr
11.0%Trimmed −4%
AAPLApple Inc.
6.3%
SCHASchwab Strategic Tr
5.4%
SCHMSchwab Strategic Tr
5.2%
SPYSPDR S&P 500 ETF Trust
3.9%−13%
MSFTMicrosoft Corp
3.8%−7%
XLKSelect Sector SPDR Tr
3.1%
SCHDSchwab Strategic Tr
2.9%
IVV2.5%
GLD2.4%IWM2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Strategic Tr 11.0% Trimmed −4%
AAPL Apple Inc. 6.3% HeldSCHA Schwab Strategic Tr 5.4% Held
SCHM Schwab Strategic Tr 5.2% Held
SPY SPDR S&P 500 ETF Trust 3.9% Trimmed −13%MSFT Microsoft Corp 3.8% Trimmed −7%XLK Select Sector SPDR Tr 3.1% Held
SCHD Schwab Strategic Tr 2.9% Trimmed −2%
NVDA NVIDIA Corp 2.5% HeldIVV iShares Tr 2.5% Held
GLD SPDR Gold Trust 2.4% Trimmed −8%IWM iShares Tr 2.3% Held
What changed
Biggest moves since Jun 30, 2026
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